https://www.runcheyresearch.com/news/amkr-q1-2026-earnings Runchey Research en 2026-04-28T19:30:00Z AMKR Q1 2026: Beat-and-Raise Compresses the Earnings Valley as Stock Rallies 60% Earnings Analysis, AMKR, Amkor Technology, Semiconductors, Advanced Packaging https://www.runcheyresearch.com/news/be-q1-2026-earnings Runchey Research en 2026-04-28T18:00:00Z BE Q1 2026: Beat-and-Raise Validates Operating Leverage, Brookfield Channel Hits 49.7% Earnings Analysis, BE, Bloom Energy, Fuel Cells, AI Data Center Power https://www.runcheyresearch.com/news/bkng-q1-2026-earnings Runchey Research en 2026-04-28T17:30:00Z BKNG Q1 2026: Take Rate Holds at 10.28%, Six Quarters Post-DMA With No Compression Earnings Analysis, BKNG, Booking Holdings, Online Travel https://www.runcheyresearch.com/news/bro-q1-2026-earnings Runchey Research en 2026-04-28T16:00:00Z BRO Q1 2026: Organic Flat at 0.0% Resolves NO, Margin and $250M Buyback Hold the Floor Earnings Analysis, BRO, Brown & Brown, Insurance Brokerage https://www.runcheyresearch.com/news/cnc-q1-2026-earnings Runchey Research en 2026-04-28T16:30:00Z CNC Q1 2026: Beat-and-Raise — HBR 87.3%, EPS $3.37, FY Guide Lifted to $3.40 Earnings Analysis, CNC, Centene, Healthcare, Managed Care https://www.runcheyresearch.com/news/csgp-q1-2026-earnings Runchey Research en 2026-04-28T16:30:00Z CSGP Q1 2026: Beat-and-Raise, Residential Loss Cut 66%, Stock Down 16% Earnings Analysis, CSGP, CoStar Group, Real Estate Technology https://www.runcheyresearch.com/news/dow-q1-2026-10q-update Runchey Research en 2026-04-28T13:30:00Z DOW Q1 2026 10-Q: Sadara Guarantee Fair Value +$298M, ~$115M of Q1 Beat Was Accounting Earnings Analysis, DOW, Dow Inc., Specialty Chemicals, 10-Q Follow-Up https://www.runcheyresearch.com/news/gpc-2026-04-term-loan-bridge Runchey Research en 2026-04-28T16:00:00Z GPC April 2026: $1.0B Term Loan Bridge Funds Separation Through Q1 2027 Filing Analysis, GPC, Genuine Parts, Industrials, Specialty Retail, Corporate Separation https://www.runcheyresearch.com/news/hood-q1-2026-earnings Runchey Research en 2026-04-28T16:00:00Z HOOD Q1 2026: Revenue +15%, Crypto -47%, Event Contracts Annualize Near $500M Earnings Analysis, HOOD, Robinhood, Fintech, Prediction Markets https://www.runcheyresearch.com/news/intc-q1-2026-10q-update Runchey Research en 2026-04-28T15:30:00Z INTC Q1 2026 10-Q Follow-Up: Operational Beat Confirmed, 14A Customer Binary Unchanged Earnings Analysis, INTC, Intel, Semiconductors https://www.runcheyresearch.com/news/lgih-q1-2026-earnings Runchey Research en 2026-04-28T17:30:00Z LGIH Q1 2026: Margin Beat & Raise, Cancellations Worsen to 45.6% Earnings Analysis, LGIH, LGI Homes, Homebuilders, Consumer Discretionary https://www.runcheyresearch.com/news/mir-q1-2026-earnings Runchey Research en 2026-04-28T16:30:00Z MIR Q1 2026: Revenue +27.5% Confirms Cadence; FY26 Guide Reaffirmed Except CEO Grant Earnings Analysis, MIR, Mirion Technologies, Nuclear Technology https://www.runcheyresearch.com/news/ms-q1-2026-earnings Runchey Research en 2026-04-28T15:30:00Z MS Q1 2026: Record $20.6B Revenue, $3.43 EPS Beats 13.6%, 30.4% Wealth Margin Earnings Analysis, MS, Morgan Stanley, Investment Banks https://www.runcheyresearch.com/news/ngd-q1-2026-coeur-merger-impact Runchey Research en 2026-04-28T16:00:00Z NGD: Coeur Merger Closes (Brier 0.03), K-Zone Resource Disclosed, Coverage Migrates to CDE Flash Update, NGD, New Gold, Coeur Mining, Gold Mining https://www.runcheyresearch.com/news/now-q1-2026-10q-update Runchey Research en 2026-04-28T17:00:00Z NOW Q1 2026 10-Q: Filing Ratifies Earnings Call, DOJ Silence Continues Earnings Analysis, NOW, ServiceNow, Enterprise SaaS https://www.runcheyresearch.com/news/nrg-2026-04-3.5b-refi Runchey Research en 2026-04-28T15:30:00Z NRG Refinances Lightning's 7.25% Notes Six Years Early With $3.5B Liability Management Stack Material Update, NRG, NRG Energy, Independent Power Producers, Liability Management https://www.runcheyresearch.com/news/qs-q1-2026-earnings Runchey Research en 2026-04-28T20:00:00Z QS Q1 2026: 10-Q Confirms Call Data, Narrative Rally Retraces 28% to $6.97 Earnings Analysis, QS, QuantumScape, Solid State Battery, Energy Technology https://www.runcheyresearch.com/news/stld-q1-2026-earnings Runchey Research en 2026-04-28T14:00:00Z STLD Q1 2026: 10-Q Confirms $700M EBITDA Print, Aluminum Bifurcation Holds Earnings Analysis, STLD, Steel Dynamics, Metals & Mining, Steel https://www.runcheyresearch.com/news/ual-q1-2026-earnings Runchey Research en 2026-04-28T20:00:00Z UAL Q1 2026: Main Cabin RASM Resolves YES Three Months Early; Fuel Pass-Through Cadence Formalized Earnings Analysis, UAL, United Airlines, Airlines, Premium Revenue https://www.runcheyresearch.com/news/v-q2-fy2026-earnings Runchey Research en 2026-04-28T16:30:00Z V Q2 FY2026: Net Revenue +17% Highest Since 2022, $20B Fresh Buyback Layered on $13.2B Earnings Analysis, V, Visa, Payments, Financials https://www.runcheyresearch.com/news/vst-2026-04-4b-senior-notes Runchey Research en 2026-04-28T15:30:00Z Vistra's $4B Senior Notes Refinancing Closes the Pre-Cogentrix Funding Tail Material Update, VST, Vistra Corp., Capital Structure, Independent Power Producers https://www.runcheyresearch.com/news/wve-q1-2026-earnings Runchey Research en 2026-04-28T16:00:00Z WVE Q1 2026: Burn Discipline Confirms Runway as Body-Composition Reframe Holds Earnings Analysis, WVE, Wave Life Sciences, Biotechnology, RNA Therapeutics